Anthropic's IPO valuation just fell from $2T to $1.5T. $895B of compute commit… · @0xzxcom · TwKit

@0xzxcom

Anthropic's IPO valuation just fell from $2T to $1.5T. $895B of compute commitments, $132B cash, junk-grade debt. The AI boom's real referee was never VC money — it's the bond desk, and bond desks don't buy narrative.

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